Wealthspan Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Wealthspan Partners’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$288K	Buy	3,213 +1,076	+50%	+$104K	0.09%	115
2026 Q2	$206K	Buy	+2,137	New	+$204K	0.06%	127
2024 Q2	–	Sell	-2,605	Closed	-$225K	–	104
2024 Q1	$225K	Sell	2,605 -827	-24%	-$70.7K	0.13%	90
2023 Q4	$303K	Buy	3,432 +1	+0%	+$79	0.21%	67
2023 Q3	$260K	Sell	3,431 -155	-4%	-$12.8K	0.21%	71
2023 Q2	$300K	Sell	3,586 -182	-5%	-$14.9K	0.24%	67
2023 Q1	$313K	Buy	3,768 +1	+0%	+$86	0.27%	59
2022 Q4	$311K	Buy	3,767 +1	+0%	+$83	0.28%	59
2022 Q3	$302K	Sell	3,766 -45	-1%	-$4.21K	0.31%	52
2022 Q2	$347K	Buy	3,811 +1	+0%	+$100	0.36%	47
2022 Q1	$413K	Sell	3,810 -410	-10%	-$43.4K	0.37%	44
2021 Q4	$490K	Buy	+4,220	New	+$461K	0.43%	42

Other funds holding VNQ

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Wealthspan Partners's VNQ Position: Q3 2026 in Review

Wealthspan Partners increased its Vanguard Real Estate ETF (VNQ) stake by 50% in Q3 2026, buying an estimated $104K and bringing the position to 3,213 shares worth $288K. The position accounts for 0.09% of the portfolio, ranked #115.

Wealthspan Partners first reported a position in VNQ in Q4 2021 and has held it in 12 quarters since. The position peaked at $490K in Q4 2021. 1,556 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

Wealthspan Partners held 3,213 shares of Vanguard Real Estate ETF worth $288K as of Q3 2026.
Wealthspan Partners bought 1,076 Vanguard Real Estate ETF shares in Q3 2026, an estimated $104K.
Vanguard Real Estate ETF made up 0.09% of Wealthspan Partners's portfolio in Q3 2026, its #115 holding.
Wealthspan Partners first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 12 quarters since.
Wealthspan Partners's Vanguard Real Estate ETF position peaked at $490K in Q4 2021.
1,556 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Wealthspan Partners's 13F filing for Q3 2026, filed 12 Nov 2026.